Number of Shares
98,521.00
Current Holdings Value*
$25.32 Mil
% of Portfolio
5.87%
Total Estimate Gain
$18.22 Mil
% of Total Estimate Gain
14.11%

OAK HILL WEALTH ADVISORS, LLC's Vanguard Large Cap ETF Holding Summary

As of 2025-03-31, OAK HILL WEALTH ADVISORS, LLC held 98,521.00 shares of Vanguard Large Cap ETF(VV), totaling $25.32 Mil. This investment constitutes 5.87% of their stock portfolio, and OAK HILL WEALTH ADVISORS, LLC now holds 0.06% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2022Q4. And since then OAK HILL WEALTH ADVISORS, LLC has made 6 purchases of VV, at an average price of $218.27, for a total of 591,626.00 shares. In addition, there have been 3 sales at an average price of $240.95 for 493,105.00 shares. Based on historical transaction data and VV's current price of $289.69, OAK HILL WEALTH ADVISORS, LLC's estimated gain on his VV holdings is $18.22 Mil, reflecting a 14.11% gain to date.

OAK HILL WEALTH ADVISORS, LLC VV ($289.69) Holding Chart

OAK HILL WEALTH ADVISORS, LLC VV ($289.69) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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